Great tool for visibility and accountability into sales data
December 20, 2017

Great tool for visibility and accountability into sales data

Greg Larsen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with InsightSquared

We are currently using InsightSquared in many aspects throughout the sales organization. Everything from leaderboards to create transparency and motivate individual contributors to executive dashboards for overall sales performance reporting. I like InsightSquared because of the visibility and insight it gives other departments into the sales team. Our managers even use InsightSquared dashboards for coaching sessions.

InsightSquared has given us the ability to easily drill-down into our data and make our Salesforce data actionable for the individual, the manager, and the executive team all at once.
  • High-quality Leaderboards
  • Executive Dashboards
  • 1:1 Manager Dashboards
  • Basic version comes with 80 pre-built reports, but it can be difficult to customize those reports
  • Licensing structure can be somewhat inflexible
InsightSquared is most valuable in the visualization of data and the simplistic nature of the UI. Other platforms have specific specialties, but InsightSquared is specifically designed with the Sales and Marketing teams in mind.
InsightSquared is perfect for a sales team that is looking for actionable insights that look better than a standard Salesforce report or dashboard. Teams that need leaderboards and visibility into sales data will love InsightSquared.

Teams that have data analysts processing data and performing more sophisticated analysis on data, will be frustrated with the basic version of InsightSquared. To make the product effective for those groups, you will want to purchase the additional feature/product called Slate. Slate will allow you to connect in other BI tools and use that data in InsightSquared dashboards and reports.